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Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
601	HBK Investments Dallas, Texas	$4.04M	-$15.3M	3	0.04%	Reduced
602	3C 361 Capital Denver, Colorado	$4.04M	-$1.75M	2	0.83%	Reduced
603	DM Diker Management New York	$4.03M	+$3.66M	3	1.7%	Increased
604	Lazard Asset Management New York	$4.03M	-$46.5K	4	0.01%	Reduced
605	CIBC Asset Management Toronto, Ontario, Canada	$3.97M	-$252K	6	0.03%	Reduced
606	ALPS Advisors Denver, Colorado	$3.97M	-$244K	9	0.03%	Reduced
607	Cambiar Investors Denver, Colorado	$3.96M	-$1.07M	1	0.09%	Reduced
608	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$3.96M	-$1.24M	2	2.68%	Reduced
609	Arrowstreet Capital Boston, Massachusetts	$3.96M	+$4.06M	4	0.01%	Increased
610	AGAM Avalon Global Asset Management San Francisco, California	$3.92M	+$4.21M	1	2.38%	New
611	Wolverine Asset Management Chicago, Illinois	$3.91M	-$3.72M	4	0.05%	Reduced
612	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$3.9M	-$616K	1	0.5%	Reduced
613	DM Delphi Management Brookline, Massachusetts	$3.89M	-$1.13M	3	3.52%	Reduced
614	SI Shaker Investments Cleveland, Ohio	$3.85M	-$59.7K	3	3.34%	Reduced
615	OKSA O'Keefe Stevens Advisory Rochester, New York	$3.83M	+$228K	1	3.44%	Increased
616	SC Skylands Capital Milwaukee, Wisconsin	$3.8M	+$280K	3	0.62%	Increased
617	SP StackLine Partners New York	$3.79M	+$3.54M	1	2.58%	New
618	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$3.79M	+$1.88M	3	4.24%	Increased
619	Tower Research Capital (TRC) New York	$3.79M	-$6.94M	22	0.27%	Reduced
620	Whitebox Advisors Minneapolis, Minnesota	$3.77M	+$615K	1	0.17%	Increased
621	PC Periscope Capital Toronto, Ontario, Canada	$3.74M	+$54.2K	1	0.7%	Increased
622	GC Globeflex Capital San Diego, California	$3.73M	+$244K	6	0.89%	Increased
623	BW Biegel & Waller Columbia, Maryland	$3.73M	+$1.38M	1	2.2%	Increased
624	FHB First Hawaiian Bank Honolulu, Hawaii	$3.71M	-$472K	12	0.22%	Reduced
625	JAM JLP Asset Management New York	$3.71M	+$3.82M	1	3.29%	New